This AI Cloud Giant Is Teaching a Crash Course in Careful Dip Buying

An AI-hungry database titan just flunked a tiny revenue test and wiped double digits off the chart. We’ll map out when this pullback may turn into a starter-buy setup versus when to treat it as a warning shot and wait for cleaner growth and debt signals.

Futures are wobbling as traders nurse an AI hangover after yesterday’s rate-cut sugar high. The big takeaway: small caps are still feeling the love from cheaper money, but the broader market is shifting into prove it mode while everyone waits to see whether lower rates can outrun sticky inflation and a choppier earnings tape.

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Planet Labs PBC (NYSE: PL) just posted one of those “oh wow, this might actually be a business” quarters, with revenue cruising past forecasts and the backlog looking like a packed airport runway. The story here is more governments and companies want eyes in the sky, and Planet keeps selling subscriptions to that bird’s-eye feed.

The stock has already had a huge year, and moves like this earnings beat are how you go from speculative space play to growth story. Just remember, it’s still tied to budgets, contracts, and the occasional launch delay, so it won’t trade like a sleepy blue chip anytime soon.

If you’re thinking in plain terms, this is a selling-data-from-space business that’s finally showing it can get paid steadily for it. That’s great, but big expectations can turn on a dime if guidance cools or deals slip.

My Take For You: If you’re new, look for a calmer entry after the excitement fades rather than chasing a big pop. If you’re already in, consider shaving a little on strength and riding the rest with a clear “I’m out if it breaks X” line in your head.

My Verdict: Solid growth story with real traction, but still a growth basket name, not a core holding. Fun for a small position if you’re okay with headline swings and launch-schedule drama.

Firefly Aerospace Inc (NASDAQ: FLY) came out of the IPO gate like a fireworks finale, then spent the rest of the year teaching investors what gravity feels like. The business isn’t dead by any stretch, but the stock chart looks like a launch, a stall, and then a long, slow drift back toward earth.

The good news is that if you didn’t chase that first-day hype, you’re now looking at the same company at a deep discount. The bad news is that the story still has plenty to prove: execution, contracts, and cash burn all matter a lot more once the confetti is swept up. Space is cool; steady returns are cooler.

So the real question here is whether you see a future rocket factory or just another space SPAC-adjacent cautionary tale. Until Firefly stacks a few boring, successful quarters in a row, the stock is going to trade more like a story than a spreadsheet.

My Take For You: If you’re curious, treat it like a speculative lottery ticket, not a retirement plan. Start tiny, only with money you’re okay watching wobble, and wait for actual business milestones before adding. If you bought early and are stuck, use bounces to lighten up.

My Verdict: High-risk, high-sci-fi. Keep it on the watchlist or as a very small side bet only if you genuinely enjoy volatility and cliffhanger earnings calls.

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Oracle Corp (NYSE: ORCL) spent the year telling everyone it was building an AI empire, but one soft revenue print and suddenly the market remembered this is still a business, not just a buzzword.

A tiny miss versus expectations was enough to knock the stock down hard and drag half the AI neighborhood with it. When you’re priced like a future king, even a small stumble looks like a face-plant.

Under the hood, demand for AI infrastructure still looks strong, but the bill for all those data centers and big-ticket projects is huge.

Investors are now asking the obvious question: are we getting paid fast enough for all this spending, or are we just funding a very expensive science fair? Until the answers feel clearer, every update is going to come with drama.

Think of it this way. The long-term AI story might still be intact, but the stock just got reminded that story and timing are not the same thing. That’s how you go from crowd favorite to “prove it to me” in one earnings call.

My Take For You: If you’re on the sidelines, this kind of flush is where you make a watchlist. Let it settle, listen for how management talks about returns on all that AI spend, and consider only a starter position if the next quarter shows progress, not just promises. If you’re already long, don’t panic-sell at the lows, but be honest about size.

My Verdict: Still a heavyweight in the AI arms race, but now firmly in show me territory. Reasonable as a measured position in a diversified tech mix, not something you overweight and forget about.

Unity’s comeback tour rolls on. After a year of layoffs and drama, it’s printing fresh 52-week highs and adding more green thanks to better cash flow and that Epic Games tie-up.

Just know it still trades like a boss fight on hard mode, fun until your P&L bar vanishes.

Biotech classic: big equity raise, big mood swing. The company’s loading up $550M to push its lead drug toward launch, but the market’s pouting over dilution.

Great runway, grumpy chart.

After nearly doubling this year on AI data-center hype, Coherent is finally exhaling. Analysts are still slapping on higher targets, but at these levels, even tiny jitters feel like turbulence.

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That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

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— Adam Garcia
Elite Trade Club

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